See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,873 | $81,248-82.9% | $155,509-91.1% | $80,856-82.8% |
| Participation rate | 87.1% | 66.2%+20.9pp | 78.2%+8.9pp | 67.6%+19.5pp |
| Annual return | 8.32% | 33.31%-25.0pp | 64.67%-56.3pp | 35.59%-27.3pp |
| Employer contribution / active EE | $538 | $3,100-82.7% | $4,672-88.5% | $2,755-80.5% |
| Participant deferral / active EE | $1,157 | $3,452-66.5% | $5,626-79.4% | $4,296-73.1% |
| Admin fee / account holder | $709 | $7,997-91.1% | $15,912-95.5% | $6,918-89.8% |